Public cloud like AWS is a premium product. When your web scale business wants to increase profits by cutting costs and you’ve already done a few passes making

Public cloud like AWS is a premium product. When your web scale business wants to increase profits by cutting costs and you’ve already done a few passes making your software run faster, owning your own metal & renting colo space starts looking like a big avenue for savings. Especially if you’re doing something bandwidth intensive, where AWS makes you pay through the nose. I think we’ll see a fair number of companies move back towards owning metal, especially if the metal is super easy to manage. I think the Oxide pitch is making owning racks sensible for ~2000 eng companies instead of ~20,000 eng companies.